LGT Financial Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-74
| Closed | -$3.04K | – | 460 |
|
|
2024
Q4 | $3.04K | Hold |
74
| – | – | 0.01% | 634 |
|
|
2024
Q3 | $2.72K | Hold |
74
| – | – | 0.01% | 639 |
|
|
2024
Q2 | $2.43K | Hold |
74
| – | – | 0.01% | 722 |
|
|
2024
Q1 | $2.67K | Hold |
74
| – | – | ﹤0.01% | 730 |
|
|
2023
Q4 | $2.51K | Hold |
74
| – | – | ﹤0.01% | 777 |
|
|
2023
Q3 | $2.51K | Buy |
+74
| New | +$2.51K | ﹤0.01% | 771 |
|